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Manaing Portal Access and Share Settings

Control who can view your Portal.

Edward Boatman avatar
Written by Edward Boatman
Updated today

Control who can access your Portal—from fully public to team-only.

Only Admin and Content Managers can change Portal access settings.

Access levels

Private (Team only)

  • Only team members added to the Portal can view it

  • Requires login

  • Best for internal content

  • Allows access to all kits in the portal

Public

  • Anyone with the link can view

  • No login required

  • Best for external sharing

  • Kits within the Portal may still be private or have a password

Password protected

  • Public but requires a password

  • Best for limited external sharing

  • The portal password grants access to all kits in the portal (even if private)

Changing share settings

  1. Open the Portal

  2. Select the Share button

  3. Choose your access level

  4. If public with password, enter the password

  5. Save changes

You can change access at any time:

  • Making a private Portal public will instantly allow access to anyone with the link

  • Making a public Portal private immediately restricts access

  • Changing passwords invalidates the old password

Adding team members

For private Portals you can add team members to manage access. Members of you team could also access public portals via the link, but adding them here allows them to access from the dashboard when they log in.

  1. Open the Portal share settings

  2. Under Share with Team, enter the users you would like to add

  3. Click add

Changing access levels

How Kit and Portal settings work together

Keep the following in mind as you configure your Portal and Kit access settings. In some cases the Kit or Portal settings may take precedence:

  • If a portal is public, a Kit's privacy settings still apply (i.e., private Kits remain private).

  • If a portal is password protected, the portal password grants access to all Kits within it. (even private kits)

  • If a portal is private, any team member added to the portal will be able to access all kits within it.

Learn more

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